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60
Mar 8, 2019
03/19
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and china? >> i think the market is very complacent i don't think it's factored that in yet, and it could be a huge factor there's a lot of -- everything right now is just u.s.-china, and while people have started to finally talk about the auto side, even if we get good news on china, there's almost an immediate dealing with the autos, and i think even the ecb yesterday just potentially exasser baits that in the view of the administration because he is going to look at your yes lower, stronger dollar, and think that there's something wrong there. >> and on your point stronger dollar, what's your outlook for the dollar this year sflo i think at this point you're really range-bound you have to buy dollars on the short-term i think what we saw from the ecb and what we're seeing on growth really takes a lot of the upside out of what we could get from the dollar a lot of the down side that we could have had of selling into anything else, there just is no other story. if it's cable, you have brexit if
and china? >> i think the market is very complacent i don't think it's factored that in yet, and it could be a huge factor there's a lot of -- everything right now is just u.s.-china, and while people have started to finally talk about the auto side, even if we get good news on china, there's almost an immediate dealing with the autos, and i think even the ecb yesterday just potentially exasser baits that in the view of the administration because he is going to look at your yes lower,...
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53
Jun 3, 2014
06/14
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even at the beginning of 2014 oob about demand in china. they'll hit their internal targets for solar installations. i left feeling more positive on hitting their targets. i think the government will step in and correct it if they don't see progress there as we head into the year. definitely the chinese solar companies were feeling better about q2 and into q3. after the market closed, we did get news on chinese tariffs coming into the u.s. a little higher at first glance and expected. so that will put pain on the chinese guys selling into the u.s. specifically trina solar and yingley solar have exposure to u.s. sales. sun power continues to be my favorite pick. minimal exposure to china and best in breed across the board. >> all right. thanks for joining us. appreciate it. >> thank you. >> i want to correct myself. i was talking about megawatt. it was kilowatt hours. sorry about that. ben thought it was a good take away he's committed for four to five years. >> i would rather buy it if it got back to that 225 level. i think right here you'r
even at the beginning of 2014 oob about demand in china. they'll hit their internal targets for solar installations. i left feeling more positive on hitting their targets. i think the government will step in and correct it if they don't see progress there as we head into the year. definitely the chinese solar companies were feeling better about q2 and into q3. after the market closed, we did get news on chinese tariffs coming into the u.s. a little higher at first glance and expected. so that...
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127
Dec 17, 2016
12/16
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china stockmarket is falk. the etf, falling to lowest levels since early august this as the bond market basically crumbled. no way to put it. is china the biggest threat? let's get in the money. >> if you look back to 2016, we saw a shanghai composite from one point up almost 200% and it crashed and the lows this year was down about 50%. when you think back to that period of time, the summer of 2015, there was major palpitations in our mark and then again early this year january and february, there was a lot of concerns about global growth, maybe that credit bubble over there coming undone. that's really been the source of our volatility. you think back to the last year-and-a-half. when you see the shanghai deposit down 5% a week, overshadowed by a market about to trade at 20,000 and the dow, you got to start thinking about where does this volatility come from? >> some of us talked about for a long time. at some point you will reach the tipping point. we know they are lowering level ratios. you don't know what
china stockmarket is falk. the etf, falling to lowest levels since early august this as the bond market basically crumbled. no way to put it. is china the biggest threat? let's get in the money. >> if you look back to 2016, we saw a shanghai composite from one point up almost 200% and it crashed and the lows this year was down about 50%. when you think back to that period of time, the summer of 2015, there was major palpitations in our mark and then again early this year january and...
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Mar 2, 2022
03/22
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it doesn't mean china has gone away by any sense of the imagination. first of all, china is still very much a player in this current crisis many of the determination around the rollout of sanctions has been to avoid pushing putin closer to china and creating more of a stronger strategic partnership there. so that's very much in mind. and as you noted, trying to make sure the response to ukraine sends the right message in terms of other issues in taiwan. trade is again an ongoing issue. the biden administration and congress in particular is currently trying to push through a sort of compete act that was trying to take on some of the challenges with china and produce that as a main way of countering that. >> you already addressed some of the points got bipartisan support. we've had recent polls where does trump stand in all of this as a credible threat? >> his approval rating was hovering around 40%. it was important for him to hit the speech right i think he did a good job with that to the extent that extends the approval ratings depending on how people
it doesn't mean china has gone away by any sense of the imagination. first of all, china is still very much a player in this current crisis many of the determination around the rollout of sanctions has been to avoid pushing putin closer to china and creating more of a stronger strategic partnership there. so that's very much in mind. and as you noted, trying to make sure the response to ukraine sends the right message in terms of other issues in taiwan. trade is again an ongoing issue. the...
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69
Aug 27, 2012
08/12
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CNBC
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eye 69
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who cares about china mobile. i care about the policy coming out of china. there is plenty of room for them to ease further. >> they are. >> if you look at global equity index, to me it matters most this quarter is the dax, german equities leading the markets higher. >> here is my view on china. we invest there. >> the bottom line is there is blenty of policy. they do not want a 2008 and 2009 property rebuttal. they need to target progressive policy. people that are concerned about china like beaks have a fair argument here. i do not think that the chinese economy is resting solely on what the chinese policymakers do. if it was they could do whatever they wanted to do. >> i want to atress the weather here. >> you see the headline? you see the headlines at the bottom of the screen? some breaking news on tropical storm isaac. not the kind of news that the people wanted to hear. according to the national hurricane center, tropical storm isaac will become a hurricane and it will become a category 2 hurricane possibly by tomorrow night. isaac could strike new orl
who cares about china mobile. i care about the policy coming out of china. there is plenty of room for them to ease further. >> they are. >> if you look at global equity index, to me it matters most this quarter is the dax, german equities leading the markets higher. >> here is my view on china. we invest there. >> the bottom line is there is blenty of policy. they do not want a 2008 and 2009 property rebuttal. they need to target progressive policy. people that are...
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May 1, 2014
05/14
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CNBC
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you mentioned china. you didn't mention a big phone launch in the united states. >> we have a stated policy not to talk about any product until it's either announced by our customers or torn down like some of the products we talked about. samsung, for example, galaxy -- before it was announced i tried to stay away from talking about any particular customer >> apple, iphone 6, yes, no? >> we're working very hard to get every customer, melissa. >> we're going to leave it there. the ceo of invensense. the stock down. this is a stock that was up 129%. >> we talked about this stock a while ago. the stock has rallied significantly since. how do you trade it now? traded down to 16 bucks at the end of last year and bounced. that's your level. i mean, your line of questioning was great. building that inventory for a reason. they're not just taking a shot. i think if it holds 16 given the short interest and the valuation is not stupid, i think it's worth a shot on the long side. >> we have been making a big deal wh
you mentioned china. you didn't mention a big phone launch in the united states. >> we have a stated policy not to talk about any product until it's either announced by our customers or torn down like some of the products we talked about. samsung, for example, galaxy -- before it was announced i tried to stay away from talking about any particular customer >> apple, iphone 6, yes, no? >> we're working very hard to get every customer, melissa. >> we're going to leave it...
15
15
Feb 13, 2021
02/21
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CNBC
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eye 15
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i want to own the tech china web. kweb is the chinese tech, etf. you had a big breakout in the last couple of weeks i think u you can be a buyer of any pullbacks in kweb. what's most important for us is chinatech is starting to outperform u.s. tech if you look at it, that's where the big breakout is coming chinatech is starting to outperform u.s. tech we like the setup. it may be overbought in the short term big week a may bjork major breakout. >> mike, based on that, what's your trade. >> yeah. i mean chris is hitting on some pretty important fundamental factors here so we've obviously seen equities all around the world they've really rallied very strongly we often talk about what the principal driver is for this of course, we talk about stimulus plans, monetization i have a quick chart people ought to take a look at. what i have here is a four-year chart of m 2 over gdp in the united states, and it just gives us a sense in the increase in the monetary supply relative to the size of nominal gdp. of course, that's going to that's what's going on he
i want to own the tech china web. kweb is the chinese tech, etf. you had a big breakout in the last couple of weeks i think u you can be a buyer of any pullbacks in kweb. what's most important for us is chinatech is starting to outperform u.s. tech if you look at it, that's where the big breakout is coming chinatech is starting to outperform u.s. tech we like the setup. it may be overbought in the short term big week a may bjork major breakout. >> mike, based on that, what's your trade....
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232
Sep 25, 2012
09/12
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CNBC
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said standing up to china was "bad for the nation and our workers." how can mitt romney take on the cheaters... when he's taking their side? if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. >>> as the cloud peaked? even though everything related to the personal computers, still have a couple of themes going. last night rht open source softwa software company reported that many analysts were disappointing. billings came in light rising 15% every year. and management had to reduce the four year revenue. when you look at it like that. you can understand why the stock got hit today. 4.28%. it was a down day here. it doesn't look like anything is wrong with it. when you look at the numbers, they look darn good to me. they are getting hit as they convert weak c
said standing up to china was "bad for the nation and our workers." how can mitt romney take on the cheaters... when he's taking their side? if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve...
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Oct 2, 2012
10/12
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. >> china mobile starting next year. >> all valid points. pricing power in this country which is a big part of the story, is pricing power starting to become vulnerable. i want to point something out. i write this piece today and i have written a lot of apple pieces. this one almost 0 hostile reaction. >> really? >> totally unexpected. i think that is because a lot of the apple fans and a lot of the investors realize that we are sort of an interesting inflection point for the company right now. doesn't mean it will not continue greatness but let me tell you something -- >> you are getting to a point where reception is reality. nothing more true than when you saw facebook. when you look at apple i want to be able to buy a samsung phone. i want to buy something other than apple. i'm caught in the ecosystem. we had a conversation where i said i want to get the samsung galaxy in october but maybe i am better off getting the ipad mini because everything else is apple related. so i think you are getting to a point where the retail audience is a li
. >> china mobile starting next year. >> all valid points. pricing power in this country which is a big part of the story, is pricing power starting to become vulnerable. i want to point something out. i write this piece today and i have written a lot of apple pieces. this one almost 0 hostile reaction. >> really? >> totally unexpected. i think that is because a lot of the apple fans and a lot of the investors realize that we are sort of an interesting inflection point...
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Apr 24, 2013
04/13
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CNBC
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. >> when you're buying china you're not necessarily ignoring fundamentals. a play on oversold conditions on a world that people thought was falling apart. >> it's hard for me to argue can that. would i buy chinese stocks? if i had to, yes. are there places that are better? you're the emerging market guy. it is probably a better trade rush and probably a better trade. >> dennis, good to speak with you. >> check out the news. cut a quarterly dividend to 35 cents a share. >> i don't think that's a big deal. they were paying quarterly. >> not enough to make a difference. >> i don't think so. i think it's probably prudent and what people want to see. i would rather own it at half the price. if i'm going to be playing in the space. it's still a four plus yield. >> you would rather buy -- i guess i'm asking. would you buy because does this depend on your view on gold prices? >> i think we clearly have seen an oversold conditions start to correct itself. >> we're telling you, it told you that housing is better. >> if they go back to hedging, what happens? what happe
. >> when you're buying china you're not necessarily ignoring fundamentals. a play on oversold conditions on a world that people thought was falling apart. >> it's hard for me to argue can that. would i buy chinese stocks? if i had to, yes. are there places that are better? you're the emerging market guy. it is probably a better trade rush and probably a better trade. >> dennis, good to speak with you. >> check out the news. cut a quarterly dividend to 35 cents a share....
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82
Mar 31, 2014
03/14
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CNBC
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. >>> and are there problems with tesla in china? a key executive in china reportedly left. we've got the details coming up. ♪ >>> tech names apple and samsung back in court today in another multibillion dollar war over patents. apple is seeking $2 billion in damages from samsung from selling phones and tablets that apple claims violates five patents, including the slide to unlock feature and the autocomplete feature that suggests words as a user's typing. samsung's countersuit alleges that apple violates two of its patents. as apple struggles, why does apple focus on the patent fights? let's bring in senior managing director and networking analyst. brian, great to have you with us. >> thanks, melissa. >> let's jump forward to what this could mean for apple. if it is successful, it could feasibly sue lots of companies. >> it could. but at the end of the day, we don't think that's going to occur. you know, when you think about it, you know, there's over 1 billion units of android devices out there. this is what we're talking about, ios versus android devices. there'll proba
. >>> and are there problems with tesla in china? a key executive in china reportedly left. we've got the details coming up. ♪ >>> tech names apple and samsung back in court today in another multibillion dollar war over patents. apple is seeking $2 billion in damages from samsung from selling phones and tablets that apple claims violates five patents, including the slide to unlock feature and the autocomplete feature that suggests words as a user's typing. samsung's...
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115
Oct 5, 2016
10/16
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CNBC
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it's a leading indicator on china. so if you think that china is off the headlines, people aren't worried about growth there, then you could still invest in cat tractor and infrastructure spend no matter who gets elected in november. >> all right, dom, if you're out there still, thank you. >> thanks very much, guys. always a pleasure to be with you guys. dom chu from headquarters. >> came from the ryder cup. >> really? >> oh! >> switching gears. earnings alert on yum brands. let's get to susan lee in the news room. >> melissa, last set earnings forum before it splits at the end of the this month. not a good quarter forum. not only did earnings and revenue miss, china sales also falling 1%, whereas the market was looking for a gain of 4.5%. so you know yum is blaming the sales drop on the negative sentiment and protests against multinationals stemming from the territorial conflicts in the south china sea. so you see the unpredictability, really reinforcing the activist calls forum. the spinoff its volatile china divisio
it's a leading indicator on china. so if you think that china is off the headlines, people aren't worried about growth there, then you could still invest in cat tractor and infrastructure spend no matter who gets elected in november. >> all right, dom, if you're out there still, thank you. >> thanks very much, guys. always a pleasure to be with you guys. dom chu from headquarters. >> came from the ryder cup. >> really? >> oh! >> switching gears. earnings...
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121
Oct 12, 2016
10/16
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CNBC
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eye 121
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yes, the per capita income is less than china, but there's one thing that india has that china does not. western rule of law. you can enforce a contract in india where it's a lot more difficult to enforce a contract than china. >> i'm generally prepping for -- >> when is that? >> however, that being said -- >> one to three. >> when you are allocating to the emerging markets, india has disappointed recently, so the question becomes are you going to allocate towards india? my answer to that is obviously yes. i would say to kate, i would look at brazil and say, okay, we've made a nice little rebound here. let's ring the register on brazil because what you highlight i'm not necessarily sure if you see the same type of economic structure in brazil that you can see the opportunity in india. >> i need a lot of good news priced into the brazilian market, and the expectations that we're going to see significant structural reforms. it does look like we're turning the corner after multiple years, some could argue decades of gridlock and poor decision making. i do understand that the market has com
yes, the per capita income is less than china, but there's one thing that india has that china does not. western rule of law. you can enforce a contract in india where it's a lot more difficult to enforce a contract than china. >> i'm generally prepping for -- >> when is that? >> however, that being said -- >> one to three. >> when you are allocating to the emerging markets, india has disappointed recently, so the question becomes are you going to allocate towards...
201
201
Jul 13, 2012
07/12
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CNBC
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eye 201
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and it's all china. it's not india. it's not the other regions. it's really almost all china. they do have presence in other countries. i like a company like domino's pizza. i any they have a great inward focus going to india and other markets in asia as well. >> rich, i understand you think this pullback is actually an outstanding buying opportunity so, you beg to differ with ron. >> that's exactly it. look, mandy, the problem with the strategy of waiting for a pullback in high conviction names like this is when you get that pullback you don't trade the pullback, you don't want it because things look so ugly. the reality is with the stk down 18% from an all-time high -- >> it's still expensive. 18% down it's still expensive. i think -- you know, the u.s. is a real bad overhang for the company. i'm concerned with that. >> what is interesting to me is rich is pretty bullish about at least the environment for riskier assets. i think yum has been a defensive trade for people who wanted to get that growth but didn't want to stray into cyclicals. we'll see. when i look at nike, ano
and it's all china. it's not india. it's not the other regions. it's really almost all china. they do have presence in other countries. i like a company like domino's pizza. i any they have a great inward focus going to india and other markets in asia as well. >> rich, i understand you think this pullback is actually an outstanding buying opportunity so, you beg to differ with ron. >> that's exactly it. look, mandy, the problem with the strategy of waiting for a pullback in high...
124
124
Jul 30, 2015
07/15
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CNBC
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then from apple and then china and a long list of stocks. did you hang up on the names or hold for clarity. plus, it's been sprinting past the hatters for a couple of years now. shuts out with a gain and double dig it sales, but a sketch ers is running out of steam. stick with kramer. ♪ introducing the samsung galaxy s6 active only from at&t. tested to withstand pretty much anything life throws your way. switch to at&t and get a $300 credit with eligible purchase and trade-in. >>> right in the middle of it all is fire eye. the stock is up 50 percent and up 10 percent and the company reported numbers that were stronger than expected in the top and bottom line and in a surprising move the company announced that the ceo is departing for another firm. that raises eyebrows when that happens. something that i pointed out on my own show and boxesok. is it being punished and giving the prospects? why don't we dig deeper and that's the share and ceo and hear more on the quarter and mr. dewalt welcome back to mad money. good to see you. now on a pat
then from apple and then china and a long list of stocks. did you hang up on the names or hold for clarity. plus, it's been sprinting past the hatters for a couple of years now. shuts out with a gain and double dig it sales, but a sketch ers is running out of steam. stick with kramer. ♪ introducing the samsung galaxy s6 active only from at&t. tested to withstand pretty much anything life throws your way. switch to at&t and get a $300 credit with eligible purchase and trade-in....
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81
Aug 8, 2017
08/17
by
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both china and russia voting yes. with the potential plan for military options >> there's nothing like the threat of a ballistic missile landing on your homeland to clarify your thinking. the united states has to take prudent military planning into account. >> reporter: while at that asia summit, tillerson also warning russia's foreign minister the election hacking has seriously damaged relations. >> this has created serious mistrust between our two conducts >> reporter: vladimir putin spear fishing inside of siberia does not appear to be worried. >> that was nbc's chief foreign affairs correspondent andrea mitchell reporting there >>> in other news, markets edged higher that south african lawmakers would be allowed to vote in secret on president zuma in all confidence he could step down as party leader by the end of the year. he's had a rocky term about his management of the economy. >>> and the united states is reportedly preparing sanctions against more venezuelan officials close to president nicholholaolas maduro,
both china and russia voting yes. with the potential plan for military options >> there's nothing like the threat of a ballistic missile landing on your homeland to clarify your thinking. the united states has to take prudent military planning into account. >> reporter: while at that asia summit, tillerson also warning russia's foreign minister the election hacking has seriously damaged relations. >> this has created serious mistrust between our two conducts >> reporter:...
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61
Apr 23, 2013
04/13
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CNBC
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eye 61
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china pmi was weak. and the fed being weak. but boj, if the yen breaks a hundred, you're buying this. you should be buying riskier assets. >> how do you feel in your bear outfit? >> a little snug. >> the s&p was up. >> today was the first day i was concerned about the bear being short the s&p 500. i've been short commodities, worked fantastic. s&p basically short line. 1552. so within 20 handles or so. but it's exactly what tim said. europe rallied so hard today on the idea that things are so bad that the only thing they can do now is try to stimulate the economy. so that's a little concerning being in the bear suit. i didn't do anything. i'll give it a couple day does mature. >>ity tal ran rates are at record lows. on a credit perspective, people are thinking things are better than i think they are. >> we talked about the pmi numbers are not great either. i thought to me one of the themes we had at the end of last year are what stocks are going to catch up and do better in 2013 and defense names are what we talked about. and l
china pmi was weak. and the fed being weak. but boj, if the yen breaks a hundred, you're buying this. you should be buying riskier assets. >> how do you feel in your bear outfit? >> a little snug. >> the s&p was up. >> today was the first day i was concerned about the bear being short the s&p 500. i've been short commodities, worked fantastic. s&p basically short line. 1552. so within 20 handles or so. but it's exactly what tim said. europe rallied so hard...
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51
Oct 12, 2014
10/14
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eye 51
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are going to go higher, i think you'll look back as the same way as issues in europe and fears of a china hard landing and worries about a fiscal cliff. we had countdown os than stuff, you know what, as long as earnings are going to grow next year versus this year, i should look at the u.s. market in a pretty constructive fashion. >> adam, thank you so much for your time. >> thanks for having me. >>> up next we are on the money, the smartphone wars get another warrior. the chairman of htc reengaging in the company she founded. she hopes that a new line of products is the solution for a struggling brand. >>> you just have to make people love you. and it takes time. >>> and later, this should hit home. is buy organize renting where you live the right move? before you pack your bags, you'll want to hear this. >>> and as we head to a break, take a look at how the stock market ended the week. >>> do the smartphone wars have room for a product that is not a phone? htc launching a portable camera this week. the re is part of an effort to reinvigorate a struggling brand. as recently as 2011, htc
are going to go higher, i think you'll look back as the same way as issues in europe and fears of a china hard landing and worries about a fiscal cliff. we had countdown os than stuff, you know what, as long as earnings are going to grow next year versus this year, i should look at the u.s. market in a pretty constructive fashion. >> adam, thank you so much for your time. >> thanks for having me. >>> up next we are on the money, the smartphone wars get another warrior. the...
14
14
Feb 14, 2021
02/21
by
CNBC
tv
eye 14
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names i want to own the tech-oriented china names. kweb, ticker k-w-e-b, is the chinese tech etf you had a big breakout here over the last couple of weeks it's probably stretching the short-term, but i think you can be a buyer of any pullbacks in kweb but what's most important for us is chinatech is starting to outperform u.s. tech so if you look at kweb relative to the qqq, the nasdaq 100 etf, that's where the big breakout is coming chinatech's starting to outperform u.s. tech so we like this setup. it may be overbought in the short term buy weakness, this was a big week and a major, major breakout. >> so, mike, based on that, what's your trade? >> yeah. i mean chris is hitting on some pretty important fundamental factors here so we've obviously seen equities all around the world they've really rallied very strongly we often talk about what the principal driver for this is, and, of course, we talk about stimulus plans we talk about monetization i have a quick chart here i think people ought to take a look at. it just gives us a littl
names i want to own the tech-oriented china names. kweb, ticker k-w-e-b, is the chinese tech etf you had a big breakout here over the last couple of weeks it's probably stretching the short-term, but i think you can be a buyer of any pullbacks in kweb but what's most important for us is chinatech is starting to outperform u.s. tech so if you look at kweb relative to the qqq, the nasdaq 100 etf, that's where the big breakout is coming chinatech's starting to outperform u.s. tech so we like this...
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57
Aug 8, 2019
08/19
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CNBC
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eye 57
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and china >> only 20% of our total manufacturing capacity is in china. so we will only see in the short-term very little i8 pact f impact for the consumer. it's much more concerned about the potential weakening of the renminbi when you have 25% of your business in china and the local currency, the moment china weakens their currency is tt itd impact our results so a currency war will have no winner for companies or regions. >>> chinese exports in july grew at the fastest pace since march growing 3.3% from a year earlier. imports fell by 5.6%, but that number, too was also better than the forecast eunice yoon is in beijing and will examine the trade numbers >> reporter: china's trade number for july surprised to the upside exports rose more than 3%. imports shrank but less than it expected it appears global demand is holding up though exports to the u.s. contracted showing president trump's tariffs are taking their toll. august data will likely be supported by a rush of shipments as factories place more orders ahead of the september 1st deadline for the n
and china >> only 20% of our total manufacturing capacity is in china. so we will only see in the short-term very little i8 pact f impact for the consumer. it's much more concerned about the potential weakening of the renminbi when you have 25% of your business in china and the local currency, the moment china weakens their currency is tt itd impact our results so a currency war will have no winner for companies or regions. >>> chinese exports in july grew at the fastest pace...
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8.0
Apr 27, 2022
04/22
by
CNBC
tv
eye 8
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china doesn't have to prove to the world this has a grip on power. it does. i'll tell you reasons why they're afraid one, the efficacy of china's vaccine are nowhere near as high as moderna or pfizer or j&j for that matter. for that reason, they're concerned. you have to remember how old the population is. and then finally the health system whiles steps to progress have been made, it's not strong enough to handle a pandemic like this so there are some legitimate reasons for them to do this. we may not agree with how strict it is, but it's not just to prove they have power. that's pretty well established >> thank you good to see you. >> thank you, melissa >>> julie? >> i think we continue to see it ripple, and the minute there's a shutdown, at every step around the way, there's so much complexity in the supply chain, you get these waxes and wanes of supplies so you get places where there's too much containers empty in the port of long beach they're not evenent to get them back, right? it ripples through the system. so right now we're seeing transportation be k
china doesn't have to prove to the world this has a grip on power. it does. i'll tell you reasons why they're afraid one, the efficacy of china's vaccine are nowhere near as high as moderna or pfizer or j&j for that matter. for that reason, they're concerned. you have to remember how old the population is. and then finally the health system whiles steps to progress have been made, it's not strong enough to handle a pandemic like this so there are some legitimate reasons for them to do this....
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Oct 7, 2015
10/15
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let's talk about china. foreign exchange reserves are continuing to fall for china. they were down to maybe 3.51 billion in september. or they lost 3.51 billion in september when the central bank devalued the currency and they had to step in with a lot of their foreign exchange reserves to help prop up the markets and that sent their fx holdings down to a record low. now, em asian equity strategist at jp morgan. good to see you here in london. so china with the foreign exchange reserves down and people are thinking how much longer can they prop up their own currency, is that a point of concern for you? >> not really. the number is 3.5 trillion, not billion. >> that's what i was thinking. >> so they have gone down by 50 billion which doesn't even make it 1%. the name is fx reserves. they save money for a rainy day and they're using a fraction of them. i find the language around the capital flight from china that you read about seems so inappropriate relative to the data. what the chinese government is trying to do is persuade corporates to get rid of external loans an
let's talk about china. foreign exchange reserves are continuing to fall for china. they were down to maybe 3.51 billion in september. or they lost 3.51 billion in september when the central bank devalued the currency and they had to step in with a lot of their foreign exchange reserves to help prop up the markets and that sent their fx holdings down to a record low. now, em asian equity strategist at jp morgan. good to see you here in london. so china with the foreign exchange reserves down...
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Oct 7, 2015
10/15
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yum brands is mostly a game of chicken in china and the expected china recovery has fizzled and while same store sales finally went positive they only rose 2% and the street was looking for closer to 10%. the end of the quarter was better than the beginning. still that along with the stronger dollar has the company now saying full year earnings per share growth will be well below the previous target of at least 10%. overall for the quarter, yum grew the top and bottom lines but missed expectations. revenues were almost 7% below estimates. eps of $1 a share was 7% below the street. not a lot of chicken in that basket. taco bell had 4% same store sales growth and just opened up it's taco bell cantina. pizza hut had positive same store sales growth and good versus evil. colonel sanders is in a d.c. comic coming out. sales up 3% a little better than expected. maybe those online bits in the u.s. are working but they're fighting for your dividend which will increase 12% for the quarter. >> digicel, the caribbean te telecom provider is citing conditions in the emerging markets. it was expect
yum brands is mostly a game of chicken in china and the expected china recovery has fizzled and while same store sales finally went positive they only rose 2% and the street was looking for closer to 10%. the end of the quarter was better than the beginning. still that along with the stronger dollar has the company now saying full year earnings per share growth will be well below the previous target of at least 10%. overall for the quarter, yum grew the top and bottom lines but missed...
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Jan 6, 2021
01/21
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at this moment, and particularly the companies that you mentioned all have china in the name they're all specifically government-owned companies and so the more traditional internet names that we follow, we don't think fall into that bucket and seems to be changing on a daily basis anyway. but fundamentally what we like about jd, which is the one that we just upgraded, is e-commerce in china has normalized because they're further along in the pandemic than we are here in the states and the company has steady 20 plus percent growth and it's going through a monetization of three businesses that it owns so it ooks like it's mispriced for the growth rate, given those monetization events that are in the process >> okay. so i think investors in general, much probably like the political world right now, are trying to figure out where things are going to shake out, whether you're talking about who has control of congress or what's going to happen with some of these stocks that have seen either a benefit from attention to tech during the pandemic or no what do you do as an investors with e-co
at this moment, and particularly the companies that you mentioned all have china in the name they're all specifically government-owned companies and so the more traditional internet names that we follow, we don't think fall into that bucket and seems to be changing on a daily basis anyway. but fundamentally what we like about jd, which is the one that we just upgraded, is e-commerce in china has normalized because they're further along in the pandemic than we are here in the states and the...
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0.0
Jul 7, 2022
07/22
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>> from the moment it does seem like it is a one off and after tiktok really took off, china undertook a massive ... which is probably making it a loss , all of that said though, the regulations in the united states really haven't changed at all. if there were some entrepreneur in china wanted to create a new social lab and on-chip here, it wouldn't face much pushback. >> all of this being said, casey, this week there is this massive trove of data on chinese users, that was exposed, and i am not sure, it wasn't like it was a u.s. company that sucked up this data or anything. are we paying too much attention to the obvious thing? obvious big chinese company that potentially has data on u.s. citizens. we would want the chinese to get their hands on that but there are plenty of other data troves that are not being protected well enough that if you are china, sure, maybe focus on tiktok over here, meanwhile we can get what we want elsewhere because the data policies in the u.s. are not tight enough. >> that is exactly right, and it is clear that there are multiple ongoing operations coming
>> from the moment it does seem like it is a one off and after tiktok really took off, china undertook a massive ... which is probably making it a loss , all of that said though, the regulations in the united states really haven't changed at all. if there were some entrepreneur in china wanted to create a new social lab and on-chip here, it wouldn't face much pushback. >> all of this being said, casey, this week there is this massive trove of data on chinese users, that was exposed,...
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Mar 15, 2012
03/12
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believe china is dead. the commodity names. >> the hard landing thing is hard to swallow. people trying to make headlines, hard landing is hard to see with this machine printing whatever they need. i don't think the short the equities. there is a difference between looking at chinese equities and what can happen if the dollar starts to rally. what i would expect to see is a deflation and the inflation. if they start to under perform, it would be long. if you get the inflation out of the way, you get the stock market to go up. that's a big deal. the stock market has been down for two years and again you want the infligz out of the way. if you see that and get that through strong dollar, you buy chinese equities and stay away from the bigger industrial stocks or metal-oriented stocks. >> erin? >> i think that the industrials are attractive here. they moved a lot, but names like this, they are still on this. upside calls to take money off the table. i like this. >> next up on fast money, consumer discretionary
believe china is dead. the commodity names. >> the hard landing thing is hard to swallow. people trying to make headlines, hard landing is hard to see with this machine printing whatever they need. i don't think the short the equities. there is a difference between looking at chinese equities and what can happen if the dollar starts to rally. what i would expect to see is a deflation and the inflation. if they start to under perform, it would be long. if you get the inflation out of the...
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Sep 15, 2020
09/20
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it looks like it is loose/loose for china. it is loose/loose for everyone if you think for a moment business only thrive when there is stability and predictability. the saga of tiktok really for the government on both sides to step in and use national security as a reason to step in and intervene on the business world makes it very difficult for the business world to plan they are postponing in investment in r&d and distribution precisely because they don't know how the event may unfold going forward with the rise and tension between two make yr economies. >> howard, i remember a couple of years ago asking big tech players whether they were concerned about the escalation they are seeing on the trade front thinking they were dismissed and we wouldn't see tech trapped in these trade wars that is quite different now not just on the hardware side and social media do we need to rethink how the u.s. businesses and tech businesses roll out global models from here >> absolutely. this is not a concern of the tech sector. you have the u
it looks like it is loose/loose for china. it is loose/loose for everyone if you think for a moment business only thrive when there is stability and predictability. the saga of tiktok really for the government on both sides to step in and use national security as a reason to step in and intervene on the business world makes it very difficult for the business world to plan they are postponing in investment in r&d and distribution precisely because they don't know how the event may unfold...
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Oct 8, 2019
10/19
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democrats haven't said a lot about china. the ones who have such as elizabeth warren have outlined a fairly tough stance that does not include going back to the pre-trump chinese place. high tensions for the foreseeable future >> from thousands of miles away, it is complex of an issue to unravel. the president says he wants to withdraw troops. others in his party have said that is not a good idea but they'll back him in terms of this impeachment inquiry how does that play out >> i think the numbers you want to look for is the president's approval rating. the house is going to impeach president trump. then it will go to the senate. the question is how many republican senators, if any, would vote to convict the president. right now, the smart money is that number is approximately zero i don't think that is necessarily a sure thing there are all sorts of republican senators who are wildly unhappy who thought if they could vote to convict the president and not lose their jobs is a rather high number 30 or month. because of the bl
democrats haven't said a lot about china. the ones who have such as elizabeth warren have outlined a fairly tough stance that does not include going back to the pre-trump chinese place. high tensions for the foreseeable future >> from thousands of miles away, it is complex of an issue to unravel. the president says he wants to withdraw troops. others in his party have said that is not a good idea but they'll back him in terms of this impeachment inquiry how does that play out >> i...
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Aug 13, 2020
08/20
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a lot of big deal, of course china front and center for many u.s. investors right now. >> check out shares of ite, sinking double digits on the back of its results. tim, what do you think >> i think if you've been following baidu, this has been a two to three year story of a downfall and demise of the google of china and it's really not anymore. i think it's given up ground to ten cent and even some of the alibaba properties if you look at their year over year growth they're down 8% in terms of core business they're not executing. i think this is ultimately a case where this is not even about a trade war stock. this is about a company that needs to get its bearings. >>> coming up, take a look at the spike in this security n the surge holds its own cautionary tale. what happened and why it should make you pay a little more attention to what is in your portfolio. when the world gets complicated, a lot goes through your mind. how long will this last? am i prepared for this? are we prepared for this? with fidelity wealth management, your dedicated advis
a lot of big deal, of course china front and center for many u.s. investors right now. >> check out shares of ite, sinking double digits on the back of its results. tim, what do you think >> i think if you've been following baidu, this has been a two to three year story of a downfall and demise of the google of china and it's really not anymore. i think it's given up ground to ten cent and even some of the alibaba properties if you look at their year over year growth they're down 8%...
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117
Sep 2, 2016
09/16
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is anticompetitive and then china says we'll look into it and see if this is anticompetitive. you're trying to figure out which way around this works and they're also looking into the comcast dreamworks deal so there's thresholds that say they can look at stuff with an x billion yuan business in china and global piz exposubusiness exposure. >> i wonder what commentary will come with whatever decision they hand down? perhaps as an opportunity to clarify their thinking around this thing. >> unclear how long it will take but we'll be watching. when we come back, replacing satellites can be expensive. just ask mark zuckerburg but might be a solution. satellites that can fix other satellites. we'll take a closer look at that in a moment. in a moment. great time for a shiny floor wax, no? not if you just put the finishing touches on your latest masterpiece. timing's important. comcast business knows that. that's why you can schedule an installation at a time that works for you. even late at night, or on the weekend, if that's what you need. because you have enough to worry about. i
is anticompetitive and then china says we'll look into it and see if this is anticompetitive. you're trying to figure out which way around this works and they're also looking into the comcast dreamworks deal so there's thresholds that say they can look at stuff with an x billion yuan business in china and global piz exposubusiness exposure. >> i wonder what commentary will come with whatever decision they hand down? perhaps as an opportunity to clarify their thinking around this thing....
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293
Jul 24, 2012
07/12
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it has to be a slow down, possibly in china, because the at&t numbers were down. last quarter apple did 35 million. iphones to come down to 26, that's quite a bit. >> does it bother you, david, does it matter to you that they beat their own expectations but they missed wall streets? >> it's what they do versions the street that really matters. i think the be question here for apple is to what extend have we seen consumers on a roll by basis go on a buyers strike as far as the iphone concern. it won't be coming out, potentially, until october. so it says we had a miss in june, september arguably could be weak, always obviously the iphone introduction could help. but apple is falling victim to the global economy and the effect on smart phone sales growth. >> what about the fact that this is two quarters in a row here that it's not up to the market's expectation post steve jobs' death. does it concern you? >> it does. >> the world's largest -- consumer economic environment with intensifying competition, you know, apple is being outsold android, and their selling at z
it has to be a slow down, possibly in china, because the at&t numbers were down. last quarter apple did 35 million. iphones to come down to 26, that's quite a bit. >> does it bother you, david, does it matter to you that they beat their own expectations but they missed wall streets? >> it's what they do versions the street that really matters. i think the be question here for apple is to what extend have we seen consumers on a roll by basis go on a buyers strike as far as the...
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116
Mar 31, 2017
03/17
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, and a large group from china and its representatives to get down to serious business. we look forward to it. spoken numerous times on the phone, and look very much forward to it, but it's been very bad what's happening to our country in terms of our companies, in terms of our jobs, so we're going to turn it around and fast. it's not going to take a long time. it's going to go fast. i just wanted to end by saying that we have a team that's second to none. when everybody's assembled and fully in gear after the two orders, i think it's going to be something very special. i want wilbur to say a few words, peter, and then we're set. my vice president, i think i'm speaking for both, but i'm not 100% sure. i will tell you one thing, he has one hell of a good marriage going. >> that's president trump there, did not sign at the ceremony, but signed after leaving the oval office there. referring to the vice president's marriage there too. in any case, let's get to the recap of the executive orders on trade. >> yeah, hi. two executive orders. one is a report on trade practices ar
, and a large group from china and its representatives to get down to serious business. we look forward to it. spoken numerous times on the phone, and look very much forward to it, but it's been very bad what's happening to our country in terms of our companies, in terms of our jobs, so we're going to turn it around and fast. it's not going to take a long time. it's going to go fast. i just wanted to end by saying that we have a team that's second to none. when everybody's assembled and fully...
0
0.0
Jul 6, 2023
07/23
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china is flat x controls on key metals used in making chips. no major breakthroughs or deliverables are expected from the visit. at the very least this will be a chance to have out the differences. janet yellen recently offered what was seen as the most popular articulation of bidens china policy yet. this is being seen as a positive sign that the two sides can keep communication channels open at least at an economic level. janet yellen is also expect to meet with the business community. there are also expectations that both sides will want clarity on definitions of national security and a better sense of how the economies are holding up. singapore, cnbc business news. >>> in dealnews a company has priced it ipo at ,20 per share. the pricing implies a market cap point ,■ billion. the debut will be one of the first ipos journal -- and germany. >>> romania will host europe's biggest ipo event of the year. hidroelectrica has priced their shares under $23 giving it a market cap of over $10 billion. shares will start trading on july 12th. cab paym
china is flat x controls on key metals used in making chips. no major breakthroughs or deliverables are expected from the visit. at the very least this will be a chance to have out the differences. janet yellen recently offered what was seen as the most popular articulation of bidens china policy yet. this is being seen as a positive sign that the two sides can keep communication channels open at least at an economic level. janet yellen is also expect to meet with the business community. there...
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184
Jan 8, 2016
01/16
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and china might not be that great. certainly we learned this week that the market interconne interconnectedness is very close. >> that's true and the flows back and forth. we talk about -- typically in the united states we look at our trade deficit rather than looking at the fact that international trade accounts for more than a quarter of the u.s. economy and china is a very big element of that. not just because of the bilateral trade but because of the influence throughout the market. >> we'll put you on the spot. they took u.s. to underweight versus other stock markets this year and this week. he says looks like we could go down 15%. we're only down 9% on stocks so there's more room to go before time to step in and buy. do you agree? >> i think markets are going to overreact. so you have a lot of correlation. a lot of people enter the market by buying every stock. i think markets will tend to overreact. so we could continue to see a pull back here but that's the volatility you expect. it's healthy for the market. it
and china might not be that great. certainly we learned this week that the market interconne interconnectedness is very close. >> that's true and the flows back and forth. we talk about -- typically in the united states we look at our trade deficit rather than looking at the fact that international trade accounts for more than a quarter of the u.s. economy and china is a very big element of that. not just because of the bilateral trade but because of the influence throughout the market....
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0.0
Apr 15, 2024
04/24
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most of that oil goes to china. of course, if for whatever reason, oil was do not go to china, they would have to find an alternative. that would be an iranian reaction to the escalation. remember, iran has its own oil the other straits. that is something they need to do. we do need to look at the options. of course, with politics it is always about miscalculations. if things were to get out of hand, they might not care about the straits. >> absent a clear signal from israel that they will not retaliate against iran, that seems to be the big question. there seems to be some indication that there should be a response. is the market getting ahead of itself in watching the price of oil come down and thinking of this as said and done and we can move on? >> that is a very fair question, to your point, yes, so far, israel has taken their time. they have come out to say that there will be a response. we absolutely believe that there will be a response. the responses could be different and the scale will be important to mon
most of that oil goes to china. of course, if for whatever reason, oil was do not go to china, they would have to find an alternative. that would be an iranian reaction to the escalation. remember, iran has its own oil the other straits. that is something they need to do. we do need to look at the options. of course, with politics it is always about miscalculations. if things were to get out of hand, they might not care about the straits. >> absent a clear signal from israel that they...
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21
Dec 29, 2021
12/21
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CNBC
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eye 21
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that china will continue to grow its market. we look at the growth of stocks and the return it has been a really tough year. does it change next year >> it has been challenging but think of 2022 globally our theme is normalization especially for the levelled world. you think of china and how it catches up with performance and growth there is a lot of effectiveness there. you are looking at the best entry point in chinese equities the index itself is cheap and there is a lot of concerns as well for those who are underweight china. especially the on shair market, we think it is a great time to slowly get in we think that is something to add to the portfolios >> given the top performance why are these stocks down so much. what are they missing? >> china is basically uninvestable targeting individuals and companies that pull sk tors. early this year, we saw issues around education and technology. the challenge however is that that effects only a small part of the market. you look at that growth overall, that theme going into the pre
that china will continue to grow its market. we look at the growth of stocks and the return it has been a really tough year. does it change next year >> it has been challenging but think of 2022 globally our theme is normalization especially for the levelled world. you think of china and how it catches up with performance and growth there is a lot of effectiveness there. you are looking at the best entry point in chinese equities the index itself is cheap and there is a lot of concerns as...
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71
Mar 14, 2013
03/13
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this is part of the fact that china is diverging and the u.s. has been moving up. i also want to note that bond etfs are down again today. long term treasuries is corporate bonds. we have had eight down days and only two up days. >> we have breaking news in chicago. a big auction. >> 29 year eleven month. we are adding to this. the fed was purchasing back on a buy back yesterday. ult malt yield in this auction, 3.2, or in layman's terms, a whisker under three and a quarter. it just didn't go very well. the wi was flip-flopping but it looked like it was trading 3.23. i give this auction a d plus. the lowest level since august. indirects were a little better. >> thank you very much for that. let's bring in ken any, the director of securities. what do you think about that? what does that talk about where we are? >> it does tell us that we will have to keep a very close watch on rates as bob said before, we have seen the bond funds for days now. and everybody is talking about whether the fed might step away. i don't think that's the case. it is almost like selling them
this is part of the fact that china is diverging and the u.s. has been moving up. i also want to note that bond etfs are down again today. long term treasuries is corporate bonds. we have had eight down days and only two up days. >> we have breaking news in chicago. a big auction. >> 29 year eleven month. we are adding to this. the fed was purchasing back on a buy back yesterday. ult malt yield in this auction, 3.2, or in layman's terms, a whisker under three and a quarter. it just...
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88
Sep 10, 2018
09/18
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eye 88
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it is an area where potentially china could retaliate. that being said it is a very small area of trade so far what we are talking about here is halting the progress that had been made because recently kline that -- china of 49% to the all important 51%. it still needs to be made. yes, these tariffs, these tactics worry people but they are not operating on an even playing field c it is an area that shows progress need to be made >> yes we have seen it play out in terms of ownership rates i feel like maybe there's a china trip in the works for you in the future soon >> very soon >> i think this area is clearly an area where they can retaliate. it is not really going to hit these u.s.banks. >>> let's get to the white house with highlights. >> that's right. coming out to the white house briefing on a lot of good economic news highlights things from small business optimism i had the opportunity to ask hassett about it earlier today he said the gdp rate at 4.2% is higher than the unemployment rate at 3.9% for the first time in over 100 years.
it is an area where potentially china could retaliate. that being said it is a very small area of trade so far what we are talking about here is halting the progress that had been made because recently kline that -- china of 49% to the all important 51%. it still needs to be made. yes, these tariffs, these tactics worry people but they are not operating on an even playing field c it is an area that shows progress need to be made >> yes we have seen it play out in terms of ownership rates...
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16
Jan 11, 2022
01/22
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eye 16
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stocks and china adrs folding up shop, china mobile, you can only buy it of there. that is a big issue. i think there is a lot of consternation there. >> let's turn back to the u.s. it wasn't just china tech stocks the nasdaq gaining nearly 1.5% the best day of the year so far, titans, amazon, meta posting solid gains. look at the higher multiple names, pell lo on the, docusign and block outperforming. what do you make of the tech action it was actually the best week from christmas week? >> to me, it was they were oversold by the way, i didn't thank you for the double header. not just the years of hosting the show back-to-back double head,. so good endurance. >> it ismy pleasure. i love you guys. >> we're glad to have you. >> so i think it was kind of oversold i think the underlying conditions of we're in a fed environment they're going to be raising and multiples will come in we have inflation that will keep the pressure on the fed, even if inflation slows down, which i think it will. i think that bigger picture of a rotation out of the high flyers, maybe they'd co
stocks and china adrs folding up shop, china mobile, you can only buy it of there. that is a big issue. i think there is a lot of consternation there. >> let's turn back to the u.s. it wasn't just china tech stocks the nasdaq gaining nearly 1.5% the best day of the year so far, titans, amazon, meta posting solid gains. look at the higher multiple names, pell lo on the, docusign and block outperforming. what do you make of the tech action it was actually the best week from christmas week?...
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57
Jul 6, 2018
07/18
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side, 130 built on billion on the china side, doesn't that mean china ma mohae to lose than the u.s.? >> china has more to lose, but i think it's worth highlighting there's also a political mismatch that's very much in play when it comes to who has an election coming up next, that is the u.s. and donald trump. we have the u.s. midterms coming up, and a lot of these tariffs will hit the u.s. farm belt hard the farm belt traditionally votes republican, but a few states could be key swing states in the election and will be hit hard. >> presumably donald trump would not have made those comments yesterday if he did not feel emboldened that all of the measures he's taken to date would be supportive. >> there's an interesting mismatch going on. his base likes the rhetoric. they like the idea of punishing china, but the impacts economically have not been felt yet. the pmis are not showing businesses impacted yet. businesses are saying we're not going to change our plans right now for these current projects, but if these tariffs move forward we'll tap the brakes on future projects. so in order
side, 130 built on billion on the china side, doesn't that mean china ma mohae to lose than the u.s.? >> china has more to lose, but i think it's worth highlighting there's also a political mismatch that's very much in play when it comes to who has an election coming up next, that is the u.s. and donald trump. we have the u.s. midterms coming up, and a lot of these tariffs will hit the u.s. farm belt hard the farm belt traditionally votes republican, but a few states could be key swing...
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248
Sep 8, 2016
09/16
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the true growth is coming from d china. why is kevin plank in china. he needs it to take off and it hasn't. nike is king over there and nike will attack into the china world as well. >> you buy nike on dips. we'd wait for a roll back. >> we hear there's trouble down on the farm for tractor supply and trouble in the aisle for super value. >>> the markets betting chinese stocks are about to make a move. we're going to tell you which way coming up next on the "halftime report." oh, well, w - all of our new plans comeh no da overages. tmeans... wow, no more oveveges? go on...sait. we'inally be in control... and we're bac.. introducing new at&t pla with no data overage charges. every greastar begins with a simple idea. but th growth comes complexity. that's why so many novators are on the ibm cud. like rery 29with nrl a llion views a year. or runkeer, a ning app used by er 50 million runners. or game devepersho like rery 29with nrl a lpopularity depdsr. on launchingewates fast. lping toeep a company's success uncomplicated - that's at the ibm cloud . lping
the true growth is coming from d china. why is kevin plank in china. he needs it to take off and it hasn't. nike is king over there and nike will attack into the china world as well. >> you buy nike on dips. we'd wait for a roll back. >> we hear there's trouble down on the farm for tractor supply and trouble in the aisle for super value. >>> the markets betting chinese stocks are about to make a move. we're going to tell you which way coming up next on the "halftime...
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Jul 31, 2023
07/23
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the china etf coming off its best week since january up 5%. we'll dig into it with the chief economist of the china baseball book david scissors. "the exchange" is back after this ♪ ♪ >>> this is "the exchange" on cnbc doors can lead us toward what's important. your dedicated fidelity advisor can help you open those doors. by working with you on a retirement-income plan designed to balance growth and guaranteed income. because doors were meant to be opened. sleepovers just aren't what they used to be. designed to balance growth and guaranteed income. a house full of screens? basically no hiccups? you guys have no idea how good you've got it. how old are you? like, 80? back in my day, it was scary stories and flashlights. we don't get scared. oh, really? mom can see your search history. that's what i thought. introducing the next generation 10g network. only from xfinity. >>> welcome back to "the exchange." the busiest week and the midpoint of the earnings season is here with nearly a third of the s&p reporting and we have the action, the s
the china etf coming off its best week since january up 5%. we'll dig into it with the chief economist of the china baseball book david scissors. "the exchange" is back after this ♪ ♪ >>> this is "the exchange" on cnbc doors can lead us toward what's important. your dedicated fidelity advisor can help you open those doors. by working with you on a retirement-income plan designed to balance growth and guaranteed income. because doors were meant to be opened....
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Mar 19, 2012
03/12
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as you reported, even if china is half as successful as they think it will be, they need natural resources. we love the coal and the steel. the metals are a great opportunity. this is all about a long-term shortage of a supply of commodities. >> hope you will come back sometime soon. >> thank you. >> president of black rock. out of the areas that rob likes, what do you like and how would you translate that? >> it's different when you are running a fund our size. with what rob said, i wanted to jump in and ask him. muni's high yield commodities and real estate all great areas to b be invested in. if you go through a pull back like this time last year, does he have enough money on the sideline to continually allocate to those positions or is he hedging the positions or just saying hey, we like steal and commodities. buy them. they are on the dividends. obviously he is doing a great job. >> in terms of the areas, getting back to the original question. >> commodities and real estate and from what i see here, he is talking dividends and anything paying a good dividend so far helped you in the p
as you reported, even if china is half as successful as they think it will be, they need natural resources. we love the coal and the steel. the metals are a great opportunity. this is all about a long-term shortage of a supply of commodities. >> hope you will come back sometime soon. >> thank you. >> president of black rock. out of the areas that rob likes, what do you like and how would you translate that? >> it's different when you are running a fund our size. with...
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Jan 6, 2023
01/23
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china is essential for the tesla case china is 40% of tesla sales. it is considered a key pillar of the bull case for the stock. reality is tesla is facing increasing still competition in china. it seems as though they are not able to keep pace. it is worth noting the most recent price cuts in china come days after cash subsidies for ev buyers offered by the chinese government expired that is a factor in the price adjustment they made the other thing, arabile, i would flag is it feels for the first time in years, that's is view -- tesla is viewed as an auto stock rather than a tech stock. >> that issing interesting in 2020 when the stock had risen as much as it had at that point in time as you speak about delivery in the china market, the rival byd had delivers of 234,000 in the month of december. it is really a difference in that market that i think tesla is asking how does it do better. the man in charge on that side, zhu has taken on a more intense role in trying to release a little more in terms of the vehicles and how do you focus that overall,
china is essential for the tesla case china is 40% of tesla sales. it is considered a key pillar of the bull case for the stock. reality is tesla is facing increasing still competition in china. it seems as though they are not able to keep pace. it is worth noting the most recent price cuts in china come days after cash subsidies for ev buyers offered by the chinese government expired that is a factor in the price adjustment they made the other thing, arabile, i would flag is it feels for the...
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Mar 4, 2022
03/22
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/china trade impact, the pandemic, so they have really diversified their suppliers. they have brought in more raw materials, backlogs, and i think they'rane position where you listen to a broad com call last night and they're talking about the backlog they have out for multiple years and the pricing that remains very strong so i think when you look at some of these companies, there is or could be opportunity, especially like a company like broadcom, which is really a higher quality semi-conductor company that has shareholder returns planned, strong free cash flow marges so that's what i would be looking for in this space. >> yeah, broadcom up about 3% today, and certainly one of the more value oriented names in that group, too. we do have a comeback in the broad market here in the last 15 minutes or so. s&p 500 now down about 33 points 4330, so almost a percent above where it was at the lows earlier today. nothing too much news driven, but it seems like we did get a little traction at the 4300 level. take a look at some of the internals here it's been skewed to the d
/china trade impact, the pandemic, so they have really diversified their suppliers. they have brought in more raw materials, backlogs, and i think they'rane position where you listen to a broad com call last night and they're talking about the backlog they have out for multiple years and the pricing that remains very strong so i think when you look at some of these companies, there is or could be opportunity, especially like a company like broadcom, which is really a higher quality...
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Jan 3, 2017
01/17
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to disting witch themselves from rivals. >>> china will double down on hollywood. from alibaba to wanda, to ten cent will pay out for a piece of studios and looking to capitalize on american intellectual property. >>> first, cracks in the tv bundle, lower cost digital alternatives will go down. expect goog toll jump into tv and we'll see if apple can finally ink their content deals. >>> a perfect example of the third one, dish unleashing air tv. it has local tv through an antenna, also netflix. disney is starting off the year on top. it was up graded to buy from hold, sending disney shares up about 2%. now this also coming on the heels of "rogue one" continuing to be number one in the box office. it is the second biggest film of 2016 and gives disney six of the top ten movies of last year. >>> julia, it is quite a showing for disney, but the stock price direction has not always correlated with how well the films have done. there was a sell the news effect on the last starwars movie. i wonder what analysts think is likely to happen as go into a blockbuster year. >>
to disting witch themselves from rivals. >>> china will double down on hollywood. from alibaba to wanda, to ten cent will pay out for a piece of studios and looking to capitalize on american intellectual property. >>> first, cracks in the tv bundle, lower cost digital alternatives will go down. expect goog toll jump into tv and we'll see if apple can finally ink their content deals. >>> a perfect example of the third one, dish unleashing air tv. it has local tv...
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Apr 2, 2020
04/20
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is making shameless comments about china's vor asity. >>> w.h.o. says the confirmed number of cases will hit 900,000. over 930,000 cases have been confirmed, 46,000 deaths the death toll in the uk rose on wednesday taking the total number over 2,300. new cases rose by 4,300 by the previous day >>> uk prime minister boris johnson has vowed to ramp up the testing and ultimately defeat it following criticism over perceived failure to carry out enough tests particularly on front liners they've been able to carry out some 15,000 tests a day. johnson who is currently isolating after testing positive said that ramping up testing in the uk would help the uk return to normal sooner >> what we need to do is massively ramp up tests to know if you had the disease in the past, the anti-body test, which will allow you to go to work with confidence that you won't be infected. second, people need to know that they haven't got it and don't need to isolate for no reason. and it is crucial that the people who do have the disease are able to be tested positive and tak
is making shameless comments about china's vor asity. >>> w.h.o. says the confirmed number of cases will hit 900,000. over 930,000 cases have been confirmed, 46,000 deaths the death toll in the uk rose on wednesday taking the total number over 2,300. new cases rose by 4,300 by the previous day >>> uk prime minister boris johnson has vowed to ramp up the testing and ultimately defeat it following criticism over perceived failure to carry out enough tests particularly on front...
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Dec 9, 2017
12/17
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are you going to get on some plane -- >> no, thank you. >> by a company in china >> can i ask a question? >> sure. >> when you think about this, when you think about the stock market that we're in, dom set it up, saying this is one-third of the dow's gains this year, whatever the number was. we haven't had a selloff of more than 3% in over a year now when you think about this stock being up 165% from the 2016 lows in q1, the last time this market really ever had any volatility, aren't we starting to get really complacent here? >> you guys know this as people who study options for a living, volatility is low. there are a lot of stocks that have that. it's just the kind of environment we're in >> also, from those low levels, this was a compelling valuation opportunity back then. i think hindsight, you know, obviously bears that as well >>> coming up, one deal stock up 10% from its low last month. we'll give you the name. >>> a question for one of the traders? send us a tweet, if it's nice we'll read it later in the show. much more "options action" still ahead. see that's funny, i thought y
are you going to get on some plane -- >> no, thank you. >> by a company in china >> can i ask a question? >> sure. >> when you think about this, when you think about the stock market that we're in, dom set it up, saying this is one-third of the dow's gains this year, whatever the number was. we haven't had a selloff of more than 3% in over a year now when you think about this stock being up 165% from the 2016 lows in q1, the last time this market really ever had...
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Mar 14, 2014
03/14
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we got a top-ranked china analyst that's going to give us all of the skinny. "fast money" starting right now. >>> we're here. we're live from the nasdaq marketsite from new york's times square. i'm sitting in for melissa lee. we have our wonderful traders. and elon mufk making a direct swipe at governor chris christie. >>> this is first week that the dow has closed down all five days in a trading week in almost two years and we're going to go into a really crucial weekend that could have a big impact on the global markets. violence breaking out ahead of a key referendum, whether crimea will decide whether to stay a part of the ukraine. if we get bad news this weekend, there could be can tip lags, a washout in the markets. >> the u.s. finally in the last couple of days, i saw volatility pick up to levels where i think it should be. i don't think ukraine/crimy mee affects head winds. so, what i would be doing, first of all, xbl materials, you fade that, you at least short that. you protect that. to me, you don't sell the farm here especially if you're an u.s. in
we got a top-ranked china analyst that's going to give us all of the skinny. "fast money" starting right now. >>> we're here. we're live from the nasdaq marketsite from new york's times square. i'm sitting in for melissa lee. we have our wonderful traders. and elon mufk making a direct swipe at governor chris christie. >>> this is first week that the dow has closed down all five days in a trading week in almost two years and we're going to go into a really crucial...
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Jul 30, 2021
07/21
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you have to get china right. a lot of people got china wrong. this is great for samsung and taiwan semi. there are other ways to play it that are going to see a relative flow at the expense of some of the names. frankly i don't think you need to own some of the names right now. >> david, given the interconnectivity. now that you are seeing the dismantling of this. here they are getting more scrutiny what does it mean for the overall relationship between the two companies? >> i think the relationship is severed and getting worse. i think that china really feels like it has been held back by inappropriate treatment by the rest of the world. there is bipartisan dislike in the u.s. for china the emerging market story is very real. i agree some of the other regional players, samsung and elsewhere are good places to look i would look at india, great demographics and good growth right now i think u.s./china will put the crosshairs on a lot of the investments i would step away. >> what are three investments that are safe in china right now? >> u.s. comp
you have to get china right. a lot of people got china wrong. this is great for samsung and taiwan semi. there are other ways to play it that are going to see a relative flow at the expense of some of the names. frankly i don't think you need to own some of the names right now. >> david, given the interconnectivity. now that you are seeing the dismantling of this. here they are getting more scrutiny what does it mean for the overall relationship between the two companies? >> i think...